Marc M. Stern

Julia R. Haye and Marc M. Stern will provide a virtual presentation of "Gifts With Purpose: Decoding The Types Of Testamentary Gifts And Their Consequences" for the Beverly Hills Bar Association on Wednesday, September 10, 2025.

This presentation is designed to provide the professional fiduciary administering an estate or trust with an overview of the issues relating to the satisfaction of certain types of gifts to assist in the proper and efficient administration of the estate or trust. This presentation will initially explain and illustrate the different types of gifts. Next, the presentation will summarize what the donee receives in addition to the gift itself, if anything, such as income or interest. Third the presentation will discuss the tax ramifications of satisfying the different types of gifts, including which gifts carry out distributable net income (DNI) of an estate or trust, marital deduction issues, and the generation-skipping transfer tax consequences of certain gifts. 

This webinar is approved for 1 hour of general MCLE credit in California.

Julia's entertainment litigation experience has evolved to include high-net-worth disputes, high-asset divorce proceedings, and probate litigation. Julia has significant litigation experience with complex cases involving marital property characterization, agreements, and property issues. 

Marc's practice focuses on representing individuals in connection with the retention and disposition of their wealth, including estate planning, transfer tax planning and premarital agreements, and in connection with obtaining benefits left to them by others, including estate and trust administration and probate litigation.